L3VLUP
ProSign in

BKH · SO in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

BKHSO
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • BKH
  • SO
0102030202120222023202420252026
Holders and value by quarter
QuarterBKHSO
Q3 202010 holders, $315m15 holders, $5.5bn
Q4 20204 holders, $300m17 holders, $6.9bn
Q1 20216 holders, $322m16 holders, $7.5bn
Q2 20214 holders, $242m17 holders, $7.0bn
Q3 20214 holders, $175m15 holders, $7.1bn
Q4 20215 holders, $273m15 holders, $8.8bn
Q1 20229 holders, $482m18 holders, $10.5bn
Q2 20229 holders, $366m20 holders, $10.7bn
Q3 20228 holders, $378m24 holders, $11.0bn
Q4 20225 holders, $276m18 holders, $10.7bn
Q1 20238 holders, $290m14 holders, $10.5bn
Q2 20237 holders, $306m14 holders, $9.7bn
Q3 202310 holders, $329m16 holders, $7.9bn
Q4 202311 holders, $369m14 holders, $7.5bn
Q1 20249 holders, $232m13 holders, $7.1bn
Q2 20248 holders, $271m14 holders, $6.9bn
Q3 20245 holders, $235m11 holders, $7.7bn
Q4 20244 holders, $184m14 holders, $6.7bn
Q1 20255 holders, $192m17 holders, $7.8bn
Q2 20253 holders, $112m18 holders, $8.6bn
Q3 20257 holders, $289m19 holders, $11.9bn
Q4 20259 holders, $595m16 holders, $12.1bn
Q1 202610 holders, $624m18 holders, $14.9bn
Q2 202611 holders, $661m15 holders, $15.6bn
BKH

Black Hills Corp

Holders
7
Reported value
$289m
Buyers
4
Sellers
2

Breadth +2 among 95 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
SO

Southern Co

Holders
19
Reported value
$11.9bn
Buyers
12
Sellers
9

Breadth +3 among 95 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q3 2025

Among the 24 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only BKH (5)

AQR Capital Management LLC, Balyasny Asset Management LLC, First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc

Only SO (17)

AllianceBernstein LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Capital World Investors, Eisler Capital Management Ltd, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Marshall Wace LLP, MFS Investment Management, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Wellington Management Group LLP, Woodline Partners LP

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

Back to the 13F Explorer →